Wealth Management Client Associate - Indianapolis, In
Bank of America (GHR)
Indianapolis, IN, US
Onsite
Client service
Operational excellence
Risk management
Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management
Job Summary
Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.
This role is responsible for providing client service support to Financial Advisors, addressing all client service needs and identifying opportunities to deepen relationships.
The company values diversity, transparency, and an in-office culture with flexibility based on role-specific considerations.
Matching Summary
Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.
Skills & Requirements
Must-have
Client Service
Operational Excellence
Risk Management
Client Relationship Management
Team Support
Nice-to-have
Client-centric mindset
Continuous learning
Sound judgment and discretion
Adaptable to new technology
Professional growth
Key Requirements
High School Diploma / GED / Secondary School or equivalent
FINRA SIE, Series 7, Series 66 (or 63/65)
Experience working with clients
Proficiency with Microsoft Office Suite and Salesforce